Focused Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History
Focused Wealth Management, Inc
- $746 Million
- Q3 2024
A detailed history of Focused Wealth Management, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Focused Wealth Management, Inc holds 364,732 shares of SGOV stock, worth $36.5 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
364,732
Previous 386,165
5.55%
Holding current value
$36.5 Million
Previous $38.9 Million
5.54%
% of portfolio
4.93%
Previous 5.57%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$500 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio